Senior Manager of Demand Generation

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Halo Investing

  • www.haloinvesting.com


Published
01/03/2022
Location
Chicago, Illinois
Category
Marketing
Job Type
Full-time
Description
The Senior Manager/Director of Demand Generation will build and execute the digital acquisition strategy for Halo's B2B Business with a primary target market of Registered Investment Advisors. This individual will build the scalable digital framework and marketing stack, to create automated campaigns to generate leads that will drive traffic to Halo's website. Partnering closely with marketing associates and sales leadership, this individual will create the right positioning and segmentation to make sure the right message is delivered to the right person within the right media channels - email, social, SEM, webinars, display and retargeting.
Company Description:
Halo Investing, located in downtown Chicago, is a well-funded, financial technology startup who has the first independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase and manage the full lifecycle of the product while building efficiencies for Issuing banks.
In October 2021, Halo announced that it raised over US$ 100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.
Responsibilities:

  • Leverage targeted messaging, segmentation, and proper distribution channels to ensure that content reaches the right audience at the right time
  • Create drip campaigns to nurture leads down the sales funnel
  • Work with Marketing and Sales to develop product positioning & messaging
  • Own (manage, improve, execute) integrated campaigns across third-party ad platforms, email, paid social, and paid search
  • Collaborate with the Marketing and Creative teams to develop and test new ad themes, identifying best practices for landing pages, and developing new creative iterations
  • Analyze new channels and partners to measure impact, and develop ways to scale revenue
  • Constantly measure and analyze performance against expectations; make data-driven decisions to heighten campaign success; suggest and implement additional strategies to assist sales in creating more opportunities
  • Deeply understand Halo's tech product and the financial products offered through Halo's technology platform to craft compelling campaigns that market to target personas


Qualifications:

  • 5+ years of experience with B2B marketing and understanding of the B2B sales cycle
  • Experience using Google Ads, ABM, Salesforce, Pardot and/or Hubspot
  • Familiar with hosting webinars through Zoom
  • Passion for and deep understanding/knowledge of the financial services industry
  • Highly analytical and strong experimentation mindset with results orientation - build, test, iterate and optimize the experiments to improve the customer journey
  • Great collaborator who proactively shares actionable insights and learnings from experiments with broader team
  • Excellent communication skills to influence without authority internal leaders, customers and external stakeholders.
  • Demonstrated ability to thrive in a fast-paced startup environment.


Benefits:

  • Competitive Compensation
  • Comprehensive Medical and Dental
  • 401k Program
  • Unlimited PTO
  • Paid Parental Leave
  • Flexible Hybrid WFH Environment
  • Fun & Exciting work environment, including free snacks and onsite pop-a-shot
  • Flexible and highly collaborative work environment


Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected]
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Location

Open concept and modern building in the heart of the Loop, Chicago's financial district. Close to Ogilvie, Union Station, and all CTA lines. Plenty of great lunch and happy hour locations within a stone's throw! A parking lot is available directly next to the office.

An Insider's view of Halo Investing

How would you describe the company’s work-life balance?

I have always appreciated that Halo promotes a creative and family culture where people really care about each other personally and individually. Halo has always offered me the freedom to think outside of the box with enough time to do things the right way.

Matt

Product Development Lead

What projects are you most excited about?

I’m working closely with the marking team on a campaign to raise awareness about Halo’s first-of-its-kind Structured Note SMA Marketplace. It spotlights some of our most valued partners & raises awareness of our revolutionary platform. I take pride knowing we’re gaining traction in the territory through our marketing & sales teams’ collaboration.

Evan

Business Development Representative

How has your career grown since starting at the company?

Joining Halo has given me the incredible opportunity to grow my career in CRM and marketing automation with a talented, dedicated team. In my two years at Halo, I’ve progressed into the Senior CRM Marketing Manager role and own the MarTech processes, implementation, and reporting for a high-growth Chicago startup full of opportunity.

Victoria

CRM Manager

What is your vision for the company?

Halo is bringing accessibility to uniquely powerful investments which can increase confidence and security for investors all over the world.

Our motto is "impact before profits" and we live by that every day.

It's about doing something that's bigger than ourselves. It’s about challenging the status quo and changing the world for the better.

Jason Barsema

President and Co-Founder

How do your team's ideas influence the company's direction?

Halo operates a relatively flat organization. Any ideas to improve our product, a new initiative, or client experience are always welcomed. Working with clients on a daily basis, I regularly present welcomed feedback to the product team to help shape the direction of Halo's technology.

Jeremy

Regional Vice President, Sales

What are Halo Investing Perks + Benefits

Halo Investing Benefits Overview

• Competitive Compensation
• Comprehensive Medical and Dental
• 401k Program
• Flexible PTO
• Paid Parental Leave
• Pet Insurance and other voluntary insurance
• Hybrid WFH Environment
• Fun & Exciting work environment, including lots of free snacks and coffee
• Flexible and highly collaborative work environment

Culture
Volunteer in local community
Halo holds an organized volunteer event once a quarter. Recent events include a Lake Michigan beach clean up, a 5k to raise money for PAWS (a no-kill animal shelter), and a food drive. More to come!
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Hybrid work model
In-person all-hands meetings
We hold a quarterly Town Hall meeting that covers a comprehensive company update.
Flexible work schedule
Remote work program
Diversity
Mandated unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
We offer "flexible PTO" meaning we don't limit your yearly use.
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Snacks and drinks
Company-sponsored happy hours
Recreational clubs
Mother's room
Onsite gym
Professional Development Benefits
Lunch and learns
Promote from within
Online course subscriptions available
Paid industry certifications
Halo covers the cost of the various Series tests required for our employees.

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